Easily troubleshoot and resolve IT issues directly within Slack and/or Microsoft Teams with Robin. Empower your end users with Atera's AI right in their favorite workspace, boosting your productivity and enhancing their support experience.

Note: 

• This feature is currently available to a limited group of users, but will be rolled out soon!
• To use Robin in Microsoft Teams, you’ll need the Robin by Atera app package. Download it here.

Prerequisites

For end users to have access to Atera's Robin via Slack or Microsoft Teams, ensure:

• Microsoft Teams only: Microsoft Entra ID is connected. Robin uses the Entra ID connection to identify your organization's Microsoft tenant, so Teams can't be connected without it. See Sync users and contacts from Microsoft Entra ID.
  • Entra ID must be connected for all sites (account-wide) before you connect Teams. Connecting it on individual sites only isn't enough.
  • Entra ID is connected per customer. Before you connect Teams for a customer, make sure Entra ID is connected for that customer.
• Robin is enabled in your account. Learn more
• Robin is enabled for sites synced with Microsoft Entra ID. Learn more
• Robin is enabled for customers synced with Microsoft Entra ID. Learn more

Connect Robin to Slack

For more information, See Add apps to your Slack workspace

To connect Robin to Slack:

1. Go to AI Center > Settings > Configuration.

2. Under Communication apps, click Connect on the Slack tile.

You'll be redirected to sign in to your Slack workspace.

3. Enter your workspace's Slack URL. Then click Continue.

Connect Robin to Teams

Note: Robin also works within Microsoft Teams on mobile devices (iOS and Android), in addition to the Teams web and desktop apps.

Important: Microsoft Entra ID must be connected for all your sites before you connect Teams. If it isn't, you'll see this message: "To connect Teams, Microsoft Entra ID must be connected and enabled for all your sites. Finish setting up Entra ID, then try again." Connect Entra ID, then repeat the steps below.

Important: Microsoft Entra ID must be connected for the customer before you connect Teams for that customer. If it isn't, you'll see a message asking you to finish setting up Entra ID. Connect Entra ID for the customer, then repeat the steps below.

Note: Each Microsoft tenant can be connected to Teams only once. Customers that share the same Microsoft tenant can't each connect Teams separately.

To connect Atera's Robin to Microsoft Teams:

1. Go to AI Center > Settings > Configuration.

2. Under Communication apps, click Connect on the Teams tile.

You'll be redirected to Microsoft's Atera Robin page

3. Click Get it now.

4. From the Teams webapp or desktop app, click Apps.

5. Find Atera Robin. Then click Add.

The Atera Robin window appears, providing an overview, features and app permissions.

6. Click Add.

Atera's Robin is now available in your Teams account.

Troubleshooting: “There was a problem reaching this app” in Teams

If end users see There was a problem reaching this app when they open Robin in Teams, or nothing happens when you click Connect on the Teams tile, Teams isn’t connected to your Atera account yet. Usually this is because Microsoft Entra ID isn’t connected at the account level.

Robin for Teams reads only the account-level Entra ID connection in AI Center > Integrations > Microsoft Entra ID. An Entra ID sync set up on a single site is stored separately and isn’t used by Teams. 

To fix it:

1. Go to AI Center > Integrations > Microsoft Entra ID and connect Entra ID. A Microsoft 365 admin who can grant tenant-wide consent must do this.
2. Go to AI Center > Settings > Configuration and click Connect on the Teams tile.
3. Confirm the tile shows Connected.
4. Have an end user reopen Robin in Teams and click Retry.

If the error continues, contact Support with a screenshot of the error and a HAR file recorded while you click Connect.